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--- name: crm-record-updater description: "Writes structured data back to CRM platforms from conversation summaries and extracted fields." category: "Integrations & Automation" --- # CRM Record Updater ## When to use this skill Use this skill when you need assistance that writes structured data back to CRM platforms from conversation summaries and extracted fields for Sales work. ## Capabilities - Field mapping - Duplicate detection - Change logging - Webhook triggers ## Inputs Provide the source material, goal, audience, constraints, and preferred output format. Include category-specific context for integrations & automation work when available. Share relevant Sales policies, terminology, data fields, or review criteria that should guide the result. ## Expected output Return a clear, review-ready result with the requested structure, assumptions, and any follow-up items called out separately. It should cover: Field mapping, Duplicate detection, Change logging, Webhook triggers. ## Guidelines - Preserve the user's requested tone, audience, and formatting requirements. - Ask for missing context only when it materially changes the output quality. - Structure results clearly for review and reuse. - Call out assumptions, risks, or confidence limitations when the source material is incomplete.